Top 24 Investment firms based in Houston, United States

“Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…”

“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.”

“Founded in 1982, The Sterling Group, is a private equity investment firm that targets controlling interests in basic manufacturing, industrial services and distribution companies.”

“LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.”

“Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.”

“Vaughan Nelson is a Houston-based money manager focused on managing U.S.”

“Houston Trust Company is a full service trust and investment management company, providing superior personal service, competitive investment performance and flexibility in…”

“GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…”

“Alterna Securities is registered with the Securities Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).”

“Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.”

“At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.”

“A totality is a whole and superior to its elements.”

“Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…”

“Incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of our customers, Monex Securities, Inc.”

“Significant wealth creates additional complexity, requiring the proper investments.”

“At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…”

“Founded in 1996, Eagle Global Advisors is a Houston-based registered investment advisor.”

“We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms.”

“Yellowstone Capital Partners, LLC is based in Houston and New York.”

“At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…”

“I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.”